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QUANTITATIVE FINANCIAL STRATEGIES

QUANTITATIVE FINANCIAL STRATEGIES LLC

CRD 331416 · SEC 801-135867

Visit website

CA, United States

Phone

714-300-5143

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$156.2M

Discretionary AUM

$90.8M

Team

3 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-15

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals5$1.3M
High net worth individuals22$154.9M

States served

CA, CO, MA, NC, TX

All web addresses on file

Official SEC filing: View on IAPD